Walkner Condon Financial Advisors LLC Sells in Q3 2024

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-84.5K
- 41.42%
$47.95 - $49.61 $4.05M - $4.19M
120K $5.91M
VGIT
Vanguard Intermediate Term Tre

ETFs
-63.5K
- 81.99%
$57.8 - $60.8 $3.67M - $3.86M
14K $843K
RDVY
First Trust Rising Dividend Ac

ETFs
-51.2K
- 49.32%
$53.68 - $59.24 $2.75M - $3.03M
52.6K $3.12M
FAAR
First Trust Vii Alternative Ab

ETFs
-65.1K
- 69.83%
$27.83 - $28.78 $1.81M - $1.87M
28.1K $782K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-48K
- 37.54%
$38.51 - $41.48 $1.85M - $1.99M
79.9K $3.3M
NVDA
Nvidia Corp

Technology
-12K
- 29.64%
$98.91 - $134.91 $1.19M - $1.62M
28.5K $3.46M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-61.1K
- 22.14%
$23.78 - $25.04 $1.45M - $1.53M
215K $5.38M
USXF
Ishares Esg Advanced Msci Usa

Technology
-28.1K
- 27.08%
$43.59 - $49.35 $1.23M - $1.39M
75.7K $3.72M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-12.2K
- 48.49%
$93.65 - $97.81 $1.14M - $1.19M
12.9K $1.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-60K
- 12.41%
$33.74 - $37.96 $2.02M - $2.28M
423K $15.9M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-18.9K
- 64.56%
$36.34 - $46.12 $686K - $871K
10.4K $477K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-27.5K
- 41.99%
$26.69 - $29.87 $733K - $820K
37.9K $1.1M
GOOG
Alphabet Inc.

Communication Services
-2.27K
- 14.71%
$149.54 - $192.66 $340K - $438K
13.2K $2.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.16K
- 56.16%
$152.9 - $180.39 $483K - $570K
2.47K $430K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-13.8K
- 38.57%
$38.89 - $42.97 $535K - $591K
21.9K $938K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-8.63K
- 28.27%
$50.15 - $51.27 $433K - $442K
21.9K $1.12M
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.12K
- 63.1%
$99.14 - $109.18 $408K - $450K
2.41K $262K
GOOGL
Alphabet Inc.

Communication Services
-310
- 1.6%
$148.65 - $191.18 $46.1K - $59.3K
19.1K $3.16M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-6.32K
- 21.41%
$44.93 - $47.34 $284K - $299K
23.2K $1.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-5.7K
- 12.27%
$64.83 - $72.82 $370K - $415K
40.8K $2.94M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-1.78K
- 15.34%
$98.23 - $98.97 $175K - $176K
9.84K $973K
VIG
Vanguard Dividend Appreciation

ETFs
-863
- 7.01%
$182.15 - $182.15 $157K - $157K
11.4K $2.08M
CVX
Chevron Corp

Energy
-921
- 37.78%
$137.88 - $161.97 $127K - $149K
1.52K $223K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.87K
- 15.68%
$50.61 - $50.96 $145K - $146K
15.4K $784K
FTSL
First Trust Senior Ln Fund

ETFs
-2.52K
- 19.67%
$45.51 - $46.26 $115K - $117K
10.3K $472K
AMZN
Amazon Com Inc

Consumer Cyclical
-134
- 1.23%
$161.02 - $200.0 $21.6K - $26.8K
10.7K $2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.46K
- 31.13%
$41.95 - $43.42 $103K - $107K
5.45K $236K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.08K
- 5.15%
$76.94 - $79.54 $160K - $166K
38.4K $3.05M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.91K
- 15.54%
$19.74 - $20.07 $77.1K - $78.4K
21.2K $424K
HYLS
First Tr Tactical High Yield L

ETFs
-2.23K
- 11.9%
$40.54 - $42.23 $90.5K - $94.3K
16.5K $693K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.69K
- 10.99%
$51.58 - $53.79 $87.2K - $91K
13.7K $734K
XOM
Exxon Mobil Corp

Energy
-807
- 5.63%
$109.72 - $119.0 $88.5K - $96K
13.5K $1.59M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-833
- 9.6%
$74.82 - $74.82 $62.3K - $62.3K
7.84K $586K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-2.88K
- 23.85%
$26.13 - $31.72 $75.1K - $91.2K
9.18K $284K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.23K
- 29.52%
$38.04 - $45.36 $84.8K - $101K
5.32K $237K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.05K
- 7.64%
$24.86 - $26.33 $101K - $107K
49K $1.28M
QCOM
Qualcomm Inc

Technology
-25
- 1.63%
$156.12 - $209.64 $3.9K - $5.24K
1.51K $256K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.87K
- 7.95%
$46.29 - $48.52 $86.5K - $90.6K
21.6K $1.04M
DIV
Global X Superdividend Us ETF

ETFs
-1.97K
- 10.94%
$17.18 - $17.18 $33.9K - $33.9K
16.1K $275K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-123
- 4.52%
$434.77 - $502.96 $53.5K - $61.9K
2.6K $1.27M
INDA
Ishares Msci India Index Fund

ETFs
-889
- 13.16%
$54.86 - $59.22 $48.8K - $52.6K
5.87K $343K
IXC
Ishares Tr Global Energy ETF

ETFs
-424
- 3.55%
$38.94 - $42.35 $16.5K - $18K
11.5K $466K
VCIT
Vanguard Intermediate Term Cor

ETFs
-694
- 9.11%
$79.29 - $84.02 $55K - $58.3K
6.92K $579K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-881
- 9.42%
$42.76 - $45.16 $37.7K - $39.8K
8.47K $378K
RFDI
First Trust ETF Iii Riverfront

ETFs
-641
- 10.24%
$62.36 - $68.31 $40K - $43.8K
5.62K $378K
VEU
Vanguard Ftse All World Ex Us

ETFs
-615
- 11.64%
$56.47 - $63.69 $34.7K - $39.2K
4.67K $294K
IEMG
Ishares Inc

ETFs
-310
- 4.07%
$53.64 - $53.64 $16.6K - $16.6K
7.31K $392K
GS
Goldman Sachs Group Inc

Financial Services
-76
- 13.57%
$459.02 - $510.25 $34.9K - $38.8K
484 $239K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-525
- 9.95%
$42.89 - $45.8 $22.5K - $24K
4.75K $214K
Activity Summary
Buys All Purchases 129 New Holdings 21 Increased Positions 108 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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